MV Capital Management’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-350
| Closed | -$9K | – | 364 |
|
|
2017
Q4 | $9K | Sell |
350
-286
| -45% | -$7.35K | ﹤0.01% | 262 |
|
|
2017
Q3 | $17K | Sell |
636
-238
| -27% | -$6.36K | ﹤0.01% | 213 |
|
|
2017
Q2 | $27K | Sell |
874
-163
| -16% | -$5.04K | 0.01% | 186 |
|
|
2017
Q1 | $24K | Buy |
1,037
+121
| +13% | +$2.8K | 0.01% | 190 |
|
|
2016
Q4 | $21K | Buy |
916
+143
| +18% | +$3.28K | 0.01% | 192 |
|
|
2016
Q3 | $18K | Buy |
773
+276
| +56% | +$6.43K | 0.01% | 196 |
|
|
2016
Q2 | $11K | Buy |
+497
| New | +$11K | ﹤0.01% | 219 |
|